Team
Our team offers a wide range of complementary skills, working together to coordinate your wealth planning experience. We provide a professionalized approach to client service – never asking the client to do something that we can do for them. We aim to simplify the complex journey to a coordinated financial future. Learn more about our team – we welcome the opportunity to meet and discuss your financial future.
Polished, honest, responsive and accurate. These are the words Joel Jensen’s clients use to describe him and the value he brings to their relationship. Jensen began working in the financial services industry in 1993 when he...
Bringing over 30 years of financial business experience, Kathe Addison is described by clients as their “go to.” She’s always available to assist them with anything she can. Addison joined the firm in 2001 as an...
Leigh brings over 15 years of experience in the financial services industry to WPP. Leigh has never been too far away from WPP. A unique fact about Leigh’s choice of the industry is that it started in an administrative position...
Service has been a huge part of Flynn’s life as he grew up in the west side suburbs of Cleveland, so when he discovered a way to take care of people through finance, he knew he was on the right track. A long line of legal...
